See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,444 | $180,449-85.9% | $154,107-83.5% | $135,375-81.2% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -12.24% | 888.09%-900.3pp | 735.12%-747.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,205 | $6,035-63.5% | $5,298-58.4% | $4,779-53.9% |
| Participant deferral / active EE | $7,122 | $5,806+22.7% | $5,081+40.2% | $5,609+27.0% |
| Admin fee / account holder | $1,888 | $16,143-88.3% | $13,411-85.9% | $10,827-82.6% |